James Daniel Rasberry
Investment adviser representative at Creativeone Securities, LLC
26 yearsExperience
3 statesRegistered in
$2.5BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Creativeone Securities, LLCApr 2022 to now
- Rasberry Financial ServicesAug 2005 to now
- Rasberry Producer GroupAug 2000 to now
- Client One Securities, LLCJan 2017 to Apr 2022
- Ameritas Investment CorpJan 2009 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (LA, MS, TX).
Creativeone Securities, LLC
$2.5BAssets managed
12,485Clients
124Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4654056
- Firm CRD
- 152974